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Emerson Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Emerson Investment Management’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-110
Closed -$9K – 185
2014
Q3 		$9K Buy
+110
New +$9.3K ﹤0.01% 189

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Emerson Investment Management's SHY Position: Q4 2014 in Review

Emerson Investment Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2014, closing a stake of 110 shares — an estimated $9K sold.

Emerson Investment Management first reported a position in SHY in Q3 2014 and held it in 1 quarter. The position peaked at $9K in Q3 2014. 362 funds tracked by Wall St. Rank hold SHY as of Q4 2014.

  • Emerson Investment Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 110 iShares 1-3 Year Treasury Bond ETF shares in Q4 2014, an estimated $9K.
  • Emerson Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $9K in Q3 2014.
  • 362 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2014.

Based on Emerson Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.